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Evalyn K

ChFC®, Series 63, Series 65

Monroeville, PA

SPC

Evalyn Kirk is a financial advisor at SPC with 36 years of industry experience. She holds the ChFC® designation and Series 63 and 65 licenses. Her career includes roles at Sigma Planning Corporation and Sigma Financial Corporation since 2008, alongside self-employment since 1997. Kirk is chair of the Finance Council for St. Bernadette Roman Catholic Church in Monroeville, PA, and offers insurance services and agent coaching through Innovative Financial Life Solutions. SPC serves individual clients, charitable organizations, corporations, and employer-sponsored retirement plans with over 460 advisors and approximately $5.66 billion in assets under management. The firm provides portfolio management, financial planning, and ERISA-related retirement plan services, offering both discretionary and nondiscretionary management tailored to client needs.

Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Income planning General estate planning guidance Tax-loss harvesting Founder/Business Owner Retired Executive
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Edward K

Series 66

Pittsburgh, PA

Oppenheimer

Edward Kelly Jr. is a financial advisor at Oppenheimer with 11 years of industry experience. He holds the Series 66 designation and has been with Oppenheimer since 2014. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers a range of advisory and brokerage services, utilizing strategic and tactical asset allocation along with various investment vehicles, and serves as a qualified custodian for client assets.

Retirement plans for business owners (SEP, solo 401k) Wealth management Active portfolio management Executive Founder/Business Owner
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Hayley B

Series 63, Series 65

Pittsburgh, PA

Bankers Life Advisory Services, Inc.

Hayley Brugos is a financial advisor with Bankers Life Advisory Services, Inc. She holds Series 63 and Series 65 credentials and has three years of industry experience. Her prior work includes roles at Bankers Life Securities and Bankers Life & Casualty, Inc., as well as experience at Express Employment Professional and Value Capture LLC. Bankers Life Advisory Services, Inc. serves mass-affluent and high-net-worth individuals through discretionary portfolio management, investment consulting, and retirement plan consulting. The firm uses a combination of fundamental, technical, and cyclical analysis to tailor asset allocations and manage portfolios aligned with clients’ goals and risk tolerances.

Wealth management Retired
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Phillip E

Series 63, Series 65, Series 66

Pittsburgh, PA

PNC Wealth Management

Phillip Elias is a financial advisor at PNC Wealth Management with 19 years of industry experience. He holds Series 63, Series 65, and Series 66 designations. His prior experience includes roles at Citizens Securities, Inc., Bank of America, N.A., and Merrill. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio offering that uses algorithmic risk assessments and third-party strategists to manage investments primarily via mutual funds and ETFs.

Passive / index investing Active portfolio management Wealth management Executive
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Martin V

Series 63, Series 66

Pittsburgh, PA

Hornor, Townsend & kent, LLC

Martin Valentic is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 63 and Series 66 credentials and over 20 years of industry experience. He has been with Hornor, Townsend & Kent since 2015 and also works with Penn Mutual Life Insurance Company. Outside of advising, he is a part owner of racehorses and operates insurance brokerage businesses focused on life and disability insurance. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, offering advisory services primarily through third-party asset manager platforms and financial planning. The firm emphasizes client-directed implementation and oversight, managing the majority of client assets on a non-discretionary basis.

Business succession planning Wealth management
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Paul P

ChFC®, Series 63, Series 66

Sewickley, PA

First Manhattan Co. LLC

Paul Pigman Jr. is a financial advisor with First Manhattan Co. LLC in Sewickley, PA, holding the ChFC® designation and Series 63 and 66 registrations. He has 39 years of industry experience, including previous roles at Northwestern Mutual and BNY Mellon Wealth Management. Outside of finance, Pigman is the owner of PigPop Racing, where he works as a high-performance driving instructor and team management advisor, and he serves as President of Scouting America, Laurel Highlands Council. First Manhattan Co. LLC provides investment management and financial planning services primarily for high-net-worth individuals as well as trusts, pension plans, and institutional clients. The firm focuses on long-term, research-driven, value-oriented management of equity and fixed-income portfolios, integrating individualized portfolio management with wealth planning.

Wealth management Concentrated stock management Executive Founder/Business Owner Retired
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Sean G

Series 66

Pittsburgh, PA

Janney Montgomery Scott

Sean Giliberti is a financial advisor with Janney Montgomery Scott in Pittsburgh, PA, holding a Series 66 designation and 26 years of industry experience. He has been with Janney Montgomery Scott since 2005. Outside of his advisory work, he serves as president of The Sanctuary Museum, a contemporary art and moral compass museum focused on teaching children ethical values, and he is also a photographer who sells his work to benefit the World Salvation Center charity addressing fatherlessness. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing roughly $110 billion in client assets. The firm serves individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage, financial planning, consulting, and multiple advisory programs.

ESG / Sustainable investing Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Wealth management Executive Founder/Business Owner
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Michael C

CFP®, Series 65, Series 63

Sewickley (Wexford), PA

Janney Montgomery Scott

Michael Callas is a CFP® professional with nine years of industry experience. He has been with Janney Montgomery Scott since 2016. Janney Montgomery Scott LLC is a large broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base including individuals, families, trusts, corporate and retirement plan sponsors, and charitable organizations, offering a range of brokerage, financial planning, and advisory services.

ESG / Sustainable investing Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Wealth management Executive Founder/Business Owner
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Emily S

CFP®, Series 65

Pittsburg, PA

Focus Partners Wealth, LLC

Emily Sippel is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Focus Partners Wealth, LLC. Her prior roles include positions at Kovitz Investment Group Partners, Fort Pitt Capital Group, and Atlantic Trust Private Wealth Management. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, retirement plans, institutions, and businesses. The firm employs a long-term investment approach that combines active and passive strategies within a tax- and fee-sensitive framework, offering a range of portfolio management, consulting, and financial services.

Private / alternative investments Options & derivatives strategies Active portfolio management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Dentist Executive Retired Established Professionals
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Jeffrey M

Series 66

Pittsburgh, PA

Janney Montgomery Scott

Jeffrey Myers is a financial advisor at Janney Montgomery Scott with nine years of industry experience. He holds the Series 66 designation and previously worked at Morgan Stanley and K&L Gates LLP. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base including individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage services, financial planning, and advisory programs.

ESG / Sustainable investing Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Wealth management Executive Founder/Business Owner
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Brandee L

Series 63, Series 65

Seven Fields, PA

Valic Financial Advisors

Brandee Lusch is a financial advisor with Valic Financial Advisors, holding Series 63 and Series 65 registrations and bringing 12 years of industry experience. She has worked at Valic Financial Advisors since 2016 and is also involved in customer service and educational activities at Galen Glen Winery. Valic Financial Advisors serves primarily U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and discretionary unified managed accounts using Envestnet’s platform, operating with a large network of investment advisor representatives and a sophisticated technology framework.

ESG / Sustainable investing Tax-loss harvesting Retirement income strategy
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Drew W

Series 66

Pittsburgh, PA

PNC Wealth Management

Drew Wilson is a financial advisor with PNC Wealth Management, holding a Series 66 designation and nine years of industry experience. His prior roles include positions at Merrill and Bank of America, along with service in the Florida Army National Guard. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only online discretionary model account available to employees. The firm employs algorithm-driven portfolio strategies managed by PNC or third-party strategists, focusing on mutual funds and ETFs with annual rebalancing.

Passive / index investing Active portfolio management Wealth management Executive
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Kaitlyn H

CFP®

Pittsburg, PA

Focus Partners Wealth, LLC

Kaitlyn Haney is a CFP® professional with four years of industry experience, currently serving at Focus Partners Wealth, LLC. Her prior roles include positions at Kovitz Investment Group Partners, LLC and Fort Pitt Capital Group. Focus Partners Wealth, LLC provides wealth advisory and investment management services to a diverse client base including individuals, high-net-worth families, family offices, retirement plans, institutions, and businesses. The firm employs a long-term, tax- and fee-sensitive investment approach within an enhanced open architecture framework that combines active and passive strategies alongside various specialized offerings.

Private / alternative investments Options & derivatives strategies Active portfolio management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Dentist Executive Retired Established Professionals
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Paul B

CFP®, Series 63, Series 65

Pittsburg, PA

Focus Partners Wealth, LLC

Paul Brahan is a CFP® with eight years of industry experience currently advising at Focus Partners Wealth, LLC. His career includes roles at Kovitz Investment Group Partners, Fort Pitt Capital Group, PNC Investments, Merrill, and Northwestern Mutual. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth families, corporate, retirement plan, and institutional clients, offering a wide range of wealth management and advisory services with a long-term, tax- and fee-sensitive investment approach rooted in enhanced open architecture.

Private / alternative investments Options & derivatives strategies Active portfolio management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Dentist Executive Retired Established Professionals
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Elizabeth D

Series 65

Cranberry Township, PA

Mariner

Elizabeth Duchak is a financial advisor at Mariner with one year of industry experience. She holds a Series 65 designation and previously worked at BNY Mellon Wealth Management for six years. She serves on the PR committee of the Women's Board of Pittsburgh, a charity focused on supporting women and children in the region. Mariner serves a broad range of clients, including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm employs discretionary, customized portfolios supported by in-house research and third-party managers, with a notable integration of tax and accounting services and administrative family office capabilities.

Private / alternative investments Options & derivatives strategies Concentrated stock management Annuities Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Keith M

Series 66

Mars, PA

Kestra Advisory

Keith Mcgough is a financial advisor at Kestra Advisory with four years of industry experience. His prior roles include positions at Wells Fargo Advisors and Bank of New York Mellon. He also spent two years working in the automotive appearance industry. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering services such as plan design, fiduciary consulting, and employee education. The firm manages approximately $79.8 billion in assets and serves a diverse client base, including large institutional investors and sovereign wealth funds.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Annuities Wealth management Founder/Business Owner Executive
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Patrick K

Series 63, Series 66

Pittsburgh, PA

Janney Montgomery Scott

Patrick King is a financial advisor with Janney Montgomery Scott in Pittsburgh, PA, holding Series 63 and Series 66 credentials and possessing 14 years of industry experience. He worked at PNC Capital Markets for 11 years before joining Janney Montgomery Scott in 2022. King serves as president of the Mike Heath Memorial Foundation, a charitable organization that raises and distributes funds in honor of a deceased friend. Janney Montgomery Scott LLC is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base including individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage services, financial planning, consulting, and various advisory programs.

ESG / Sustainable investing Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Wealth management Executive Founder/Business Owner
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Joseph V

Series 65, Series 63

Pittsburgh, PA

PNC Wealth Management

Joseph Valenty is a financial advisor at PNC Wealth Management in Pittsburgh, PA, holding Series 65 and Series 63 licenses with one year of industry experience. His prior roles include positions at Osaic Wealth, Fresh Thyme, and Saint Vincent Career Center. He also serves as a Judge of Elections for the Allegheny County Board of Elections. PNC Wealth Management offers retail brokerage and advisory services through model-based investment programs, including an invitation-only digital portfolio solution that uses algorithm-driven risk assessment and third-party strategists to manage mutual funds and ETFs.

Passive / index investing Active portfolio management Wealth management Executive
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Jacob K

Series 63, Series 65

Seven Fields, PA

PNC Wealth Management

Jacob Kuczynski is a financial advisor with PNC Wealth Management, holding Series 63 and Series 65 licenses and 12 years of industry experience. He has been with PNC Investments and affiliated entities since 2016. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only online discretionary model account pilot for employees. The firm uses algorithmic risk assessment and implements investments via approved model strategies managed by PNC or third-party strategists.

Passive / index investing Active portfolio management Wealth management Executive
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Michael D

Series 63, Series 65

Pittsburgh, PA

Mariner

Michael Doman is a financial advisor at Mariner Wealth Advisors with 20 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Commonwealth Advisory Group, Ltd. from 2005 to 2021. Mariner serves a diverse client base, including high-net-worth individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm utilizes discretionary, customized portfolios supported by an Investment Committee and internal management team, with a broad range of strategies spanning equities, fixed income, alternatives, and digital assets, alongside integrated tax and administrative services.

Private / alternative investments Options & derivatives strategies Concentrated stock management Annuities Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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